FWM
FSA Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
2,900
+88
| +3% | +$8.08K | 0.1% | 44 |
|
|
2025
Q1 | $259K | Hold |
2,812
| – | – | 0.11% | 45 |
|
|
2024
Q4 | $231K | Hold |
2,812
| – | – | 0.09% | 46 |
|
|
2024
Q3 | $254K | Buy |
+2,812
| New | +$254K | 0.1% | 44 |
|
|
2024
Q1 | $202K | Hold |
2,812
| – | – | 0.09% | 52 |
|
|
2023
Q4 | $197K | Buy |
+2,812
| New | +$197K | 0.09% | 48 |
|
|
2023
Q1 | – | Sell |
-2,837
| Closed | -$203K | – | 45 |
|
|
2022
Q4 | $203K | Buy |
+2,837
| New | +$203K | 0.12% | 45 |
|
|
2022
Q2 | – | Sell |
-3,774
| Closed | -$259K | – | 45 |
|
|
2022
Q1 | $259K | Hold |
3,774
| – | – | 0.15% | 37 |
|
|
2021
Q4 | $259K | Sell |
3,774
-256
| -6% | -$17.6K | 0.15% | 37 |
|
|
2021
Q3 | $250K | Buy |
4,030
+500
| +14% | +$31K | 0.16% | 39 |
|
|
2021
Q2 | $214K | Hold |
3,530
| – | – | 0.13% | 41 |
|
|
2021
Q1 | $219K | Sell |
3,530
-110
| -3% | -$6.82K | 0.15% | 40 |
|
|
2020
Q4 | $224K | Sell |
3,640
-398
| -10% | -$24.5K | 0.11% | 52 |
|
|
2020
Q3 | $219K | Buy |
4,038
+5
| +0.1% | +$271 | 0.14% | 47 |
|
|
2020
Q2 | $209K | Buy |
4,033
+4
| +0.1% | +$207 | 0.14% | 47 |
|
|
2020
Q1 | $218K | Buy |
4,029
+4
| +0.1% | +$216 | 0.18% | 40 |
|
|
2019
Q4 | $256K | Buy |
+4,025
| New | +$256K | 0.18% | 41 |
|